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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (35347)	6/25/2003 1:58:18 AM
From: TobagoJack	Read Replies (4) \| Respond to of 74559

Hello EP, <<Mirant loss>> ... is not a problem, because (a) it was a small speculative position drowning in a big allocation sea, and (b) the CAD, gold, AUD, Euro retracement is a much bigger problem ;0/ YTD NAV gain is down from a year high of 8.04% to 6.68% today. Chugs, Jay

To: energyplay who wrote (35347)	6/25/2003 11:39:32 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

Hi ep, I was out gold Monday and have been a bit busy here. Wife's in Copenhagen on business and I had to pack the rest of the family into the van and head for a family thing in Montreal Friday morning, two kids, a new dog, 2 cats at home one sick...work, kids' lessons ... plate is full ;o) .. Should have held my MAE(TSE) a little longer but a profit is a profit. I like and plan to buy back BHK(TSE), MAE(TSE) I hope lower.. , and AGI(Vancouver) I like a lot but I just had a nice ST profit and couldn't resist. I didn't like the action Monday AM so pulled the trigger. I have a few other Canadian juniors I like but I haven't sorted them out yet, FWIW I'll post what I like when I've decided. Cash is my largest position. Added a high yield oily trust Monday and Tuesday. regards Kastel